Tax Filing, Coordinated and Done Right
Your tax preparation is coordinated through Melanin Money and completed by a trusted tax execution partner, so your filing reflects the strategy you’ve built — not just the paperwork.
Clear process. Secure handling. No surprises.
Expert tax support made simple
A Smarter Way to Handle Tax Season
- Business and personal tax filing support
- Secure document collection and preparation
- Professional review and e-filing
- Clear communication and next steps
- Coordination with the Melanin Money team when planning context is needed
This process keeps your tax filing organized, aligned, and moving forward. The team coordinates the preparation and guides you through each step so you always know what’s needed and what’s next.
Structured. Predictable. Professional.
How It Works
Here’s What to Expect
Step 1
Complete a short intake so we understand your situation
Step 2
Schedule your tax prep session
Step 3
Upload documents securely through the portal
Step 4
The preparer reviews, prepares, and reaches out with any questions
Step 5
You review and approve before filing
You’ll be guided through each step — nothing is done without your visibility.
Your Role
How You Help Keep Things Moving
To keep the process efficient, we may need your input along the way — like uploading documents, answering clarifying questions, or reviewing drafts before filing.
- Upload requested documents
- Respond to questions or missing info
- Review and approve your return
When your tax picture isn’t one-size-fits-all
More Complex Situation? Still Covered.
Multiple businesses
Rental properties
Prior-year returns
Amendments
Entity changes
Clear contacts. Smooth process.
Who You’ll Hear From
- The tax preparer will guide documents, preparation, and filing
- Your Financial Advisor supports anything related to your broader plan
- If clarification is needed, the team will reach out directly
You’ll always know who to contact and what’s next – no guesswork.
Secure and Streamlined
Documents are uploaded directly to a secure portal managed by the tax partner. Melanin Money does not collect or store tax files through this page.
FAQ
What’s included in my tax filing support?
Your service includes coordination and preparation for:
1 business tax return
1 personal tax return
Secure document upload and preparation
Filing and confirmation
Communication with the team throughout the process
Do You Have a More Complex Situation? If your tax needs go beyond a standard return, the team will help coordinate the right level of support with the tax partner. You’ll receive clear guidance and next steps when you meet with the team. If anything falls outside a standard return, you’ll receive clear pricing and next steps first — no surprises.
What if I have more than one business or additional filings?
If you have multiple entities, rental properties, amendments, or other specialized filings, the tax partner will review your situation and confirm any additional scope or costs with you before moving forward.
Will there ever be additional costs?
If you have multiple entities, rental properties, amendments, or other specialized filings, the tax partner will review your situation and confirm any additional scope or costs with you before moving forward.
- multiple businesses
- rental properties
- prior-year or amended returns
- more complex or specialty filings
If anything falls outside a standard return, you’ll receive clear pricing and next steps first — no surprises.
Do I upload my documents myself?
Yes. After scheduling, you’ll receive a secure upload link. The preparer will guide you on exactly what’s needed.
Who should I contact if I have questions?
- Questions about documents or filing → your tax preparer
- Questions about how this connects to your financial plan → your Financial Advisor
When should I start?
As soon as you have most of your documents ready. Starting early gives you more time for review and avoids last-minute rush.
Can I file an extension if I’m not ready by the deadline?
Yes. Filing an extension is a normal and common option if you need more time to gather documents or finalize details.
If an extension makes sense for your situation, the tax preparer will guide you through the process and handle the filing. Just let the team know as early as possible so everything can be submitted on time.
Note: An extension gives you more time to file, not more time to pay any taxes owed. The preparer can help you estimate payments if needed.
Ready to Get Started?
Complete the intake below to begin. You’ll schedule your session immediately after.